从用电量增速看，新动能支撑作用强劲，与新质生产力相关的装备制造业和消费品制造业保持了较强韧 性。6月份，汽车制造业、通用设备制造业、仪器仪表制造业、专用设备制造业、铁路/船舶/航空航天 和其他运输设备制造业、电气机械和器材制造业、计算机/通信和其他电子设备制造业用电量增速分别 同比增长11.0%、10.3%、8.6%、8.0%、6.9%、5.8%、4.2%，均高于制造业平均增速。此外，人工智 能、新能源等热门赛道拉动相关行业用电量高速增长，6月份，互联网数据服务业用电量同比增长 44.6%，软件和信息技术服务业用电量同比增长17.4%，新能源汽车整车制造业用电量同比增长13.0%。 今年入夏后，高温开始时间早，从6月中下旬开始电力负荷快速增长，尤其7月以来多个地区电力负荷创 新高。根据有关数据，7月4日、7日、16日、17日全国电力负荷连创新高，最高达15.08亿千瓦，较去年 最大负荷增加0.57亿千瓦。 中国电力企业联合会相关负责人介绍，除了气温因素，在国家"两重""两新"等政策带动下，相关商品销 售、制造业投资较快增长，国内需求稳步扩大，新质生产力培育壮大。 7月30日，中共中央政治局召开会议，强调保障迎 ...

7月18日，国内首套120立方米固定式超低温储罐技术成果发布会在工程建设公司(CPECC)第七建设公司 装备制造分公司召开，标志着我国超低温核心装备取得重大突破。该技术此前在第12届世界化学工程大 会暨第21届亚太化工联盟大会上，获评"2025国际化工创新展览会新产品新技术发布会优秀技术成果"。 中国工程院院士袁士义表示，这一"大国重器"的发布令人振奋，下一步需全面提升软硬件及理论技术， 构建我国首个超低温储罐产业链，实现产业化。(记者袁莲通讯员郭超) CPECC历时3年，攻克了超低温材料物性数据少、绝热材料抽真空难等难题，有效确保了储罐在极端温 差条件下的气密性、可靠性、稳定性，以及抗脆裂性能和绝热性能。今年3月17日，该储罐在项目现场 完成测试。其技术可应用于液氢等深冷领域，还能为可控核聚变低温恒温器和低温工厂提供支撑，应用 前景广阔。 120立方米固定式超低温储罐的成功研制，实现了关键材料、核心工艺及整机制造完全自主可控，静态 蒸发率小于0.49%/日，达到国际先进水平。相较于国内现有小型容器，该储罐装车时间从7天缩短至8小 时，装车过程气化率从50%降至3%。目前，CPECC围绕该技术已累计申请发明专 ...

Group 1 - The core viewpoint emphasizes that industrial revitalization is crucial for rural revitalization, with modern mushroom greenhouses in Dongfeng Village showcasing the potential for economic growth through technology [1][3] - China First Heavy Industries Group has invested a total of 10.5 million yuan in support, leveraging an additional 6 million yuan from external capital and 1 million yuan from government matching funds to establish a 135-acre modern mushroom cultivation base [1][3] - The introduction of 80 intelligent water-cooled air conditioning systems has significantly improved mushroom cultivation, increasing the survival rate of mushroom spawn from approximately 70% to 98% [3] Group 2 - The implementation of smart greenhouses has led to a dramatic increase in land efficiency, with annual revenue from the 135 acres of farmland rising from about 350,000 yuan to significantly higher levels due to modern cultivation methods [3] - China First Heavy Industries Group plans to continue its support by constructing 11 new smart greenhouses, three cold storage facilities, and upgrading 50 existing structures within the year [3] - The comprehensive development of the mushroom industry in Dongfeng Village illustrates a successful model of rural revitalization, driven by technological advancements and resource integration [3]

中科坤泰4个月攻克多项国内首创技术，锐智智能参与制定4项国家和行业标准，北汽制造生产线自动化 率超90%……在7月28日召开的莱西市科技创新暨促进民营经济高质量发展大会上，科技人才科创企业 备受关注，域内科创成果亮点频出，彰显着莱西这片企业沃土的创新活力，传递出坚韧向好的信心与活 力。 企业家站C位： 另一方面，产学研深度融合为科技突破赋予新动能。中科院青岛能源所共建产业研究院、青岛科大孵化 行业领军企业晟科材料、青岛农大推动"科技小院"赋能现代农业等成功案例，打通了从基础研究、成果 转化到产业应用的链条；中科润美联合中科院突破润滑技术、瀚生生物携手青科大攻关农药研发等科研 合作，让实验室成果成为生产线上的产品，在莱西产业的沃土上开花结果。 "下一步的科研工作中，我们将加速利用基因编辑、单倍体技术手段等新型生物技术，解决种业'卡脖 子'的技术难题，不仅要把饭碗牢牢端在中国人手里，还要让产品走向国际。"青岛金妈妈种业科技有限 公司副总经理刘蕾庆表示。 细察莱西此次表彰的对象：从攻克国内首创技术、填补行业空白的中科坤泰，到参与制定国家标准和行 业标准的锐智智能，再到雀巢、点石、海绿源、金妈妈种业等一批在各自领域挺 ...

Group 1 - The conference focused on mergers and acquisitions as a key path for enterprise growth and the high-end leap of manufacturing in Dongguan, highlighting the importance of these strategies in the context of ongoing capital market reforms and active M&A activities [1][4] - Dongguan, with 84 listed companies and over 3000 specialized enterprises, is accelerating its transformation into an international innovation-driven manufacturing hub, leveraging M&A to enhance its global competitiveness [1][3] - The event included various activities such as park promotions, strategic signings, keynote speeches, and roundtable forums, aimed at gathering insights on M&A to support Dongguan's transition towards high-end, intelligent, and international manufacturing [1][4] Group 2 - Dongguan's capital market has developed a distinctive ecosystem characterized by "technology innovation + advanced manufacturing," creating strong internal demand for M&A [2] - The local government has implemented measures to facilitate enterprise financing and support M&A activities, aiming to strengthen the financial supply and fiscal collaboration [2] - The China Securities Regulatory Commission emphasized the need for listed companies to utilize their platforms for M&A and encouraged stable cash dividend mechanisms and compliance awareness [2][3] Group 3 - The Dongguan Listed Companies Association has been a long-term supporter of local listed companies, contributing to the establishment of a significant capital market brand in the Greater Bay Area [3] - In 2024, Dongguan added 4 new A-share listed companies, bringing the total to 62, ranking 7th among cities in China and 2nd in Guangdong (excluding Shenzhen) [3] - The capital market in Dongguan is undergoing a transformation from financing expansion to structural optimization, with M&A playing a crucial role in driving industrial upgrades [3][4] Group 4 - The conference featured discussions on market trends, policy regulations, and practical methods for M&A, highlighting the complexity and strategic nature of these transactions [4] - A roundtable forum on "M&A Integration Promoting Dongguan Manufacturing Leap" showcased the maturity of Dongguan enterprises' M&A strategies in a global context [4]

Core Viewpoint - The revitalization of industries is crucial for rural revitalization, exemplified by the modern mushroom cultivation in Dongfeng Village, supported by China First Heavy Industries Group [1] Group 1: Company Contributions - China First Heavy Industries Group has invested a total of 10.5 million yuan in support, leveraging an additional 6 million yuan from external capital and 1 million yuan from government matching funds to establish a 135-acre modern mushroom planting base in Dongfeng Village [2] - The base consists of 110 greenhouses and 6 cold storage facilities, achieving an annual production capacity of 1.5 million mushroom sticks and generating over 10 million yuan in output value, contributing more than 750,000 yuan annually to the village collective economy and providing over 300 local jobs with total wages exceeding 4 million yuan [2] Group 2: Technological Empowerment - The introduction of 80 intelligent water-cooled air conditioning systems has significantly improved the survival rate of mushroom sticks from approximately 70% to 98%, enhancing production capacity from 700,000 to 1.5 million sticks annually and allowing for off-season sales during the Spring Festival [4] - The technology has also mitigated summer losses due to high temperatures and humidity, thereby reducing production costs and risks [4] Group 3: Economic Impact - The modernization of mushroom cultivation has transformed the economic landscape of Dongfeng Village, increasing the annual revenue from the 135 acres of farmland from about 350,000 yuan to over 10 million yuan, representing a nearly 30-fold increase in land efficiency [5] - The stable provision of over 300 jobs has led to an increase in individual incomes by 20,000 to 30,000 yuan per year, making the base a "wealth garden" for villagers [5] - The establishment of a green circular economy chain from agricultural waste to edible mushrooms and organic agriculture has extended the product range to include high-value items like dried mushrooms [5] Group 4: Future Plans - China First Heavy Industries Group plans to continue its support by constructing 11 new intelligent greenhouses and 3 cold storage facilities, while upgrading 50 existing greenhouses, aiming to further increase mushroom production capacity from 1.5 million to 2 million sticks [6] - The introduction of movable shelf technology will enable dual-use for mushroom breeding and production, enhancing land utilization efficiency [6]

活动现场，世界金融论坛副主席、金砖智库学术委员会主席、全国社保基金理事会原副理事长王忠民， 中国上市公司协会 党委委员、副会长孙念瑞，广东证监局党委委员、副局长戴文慧，东莞市委常委、 常务副市长曾坚朋，市委金融办常务副主任钟正良，市市场监管局二级调研员梁少华，市税务局二级高 级主办石小辉，投控集团、东莞证券董事长陈照星，东莞市上市公司协会会长林海川等出席活动。 曾坚朋在致辞中表示，近年来，资本市场初步形成了以"科技创新+先进制造"为鲜明特色的东莞板块， 孕育了基础雄厚、活力充沛的企业生态，对并购重组有着强烈的内生需求。近年来，东莞出台《东莞市 便利企业融资赋能高质量发展若干措施》，多维度发力强化金融供给与财政协同，同时大力支持市上市 公司协会发挥桥梁作用，支持企业通过并购做大做优做强。曾坚朋表示，热切期盼全球上市公司龙头企 业、证券交易所、金融机构、专业服务商等各方齐发力，为东莞加快建设国际科创制造强市、为中国资 本市场高质量发展贡献力量。 7月30日下午，并购新浪潮·东莞智造跃升新引擎——东莞资本市场2025年高质量发展大会举行，来 自"政产学研金"各界的代表济济一堂，共同探寻并购重组何以成为企业裂变成长、 ...

Group 1 - As of July 30, 2025, the stock price of China Aluminum International is reported at 4.90 yuan, reflecting a decrease of 0.81% compared to the previous trading day [1] - The trading volume for the day reached 175,454 lots, with a total transaction amount of 0.86 billion yuan [1] - The company is categorized under the engineering construction sector, primarily engaged in engineering design, contracting, and equipment manufacturing [1] Group 2 - China Aluminum International's business encompasses multiple segments of the non-ferrous metal industry chain [1] - On July 30, 2025, the net outflow of main funds for the company amounted to 6.59 million yuan [1]

Group 1 - The core revenue composition of Guangwei Composites for the year 2024 is as follows: new material manufacturing accounts for 96.08%, equipment manufacturing accounts for 3.63%, and other businesses account for 0.29% [1] Group 2 - As of the announcement date, Guangwei Composites' controlling shareholder, Weihai Guangwei Group Co., Ltd., holds approximately 310 million shares, representing 37.53% of the total share capital after excluding shares held in the repurchase account [3] - The controlling shareholder plans to reduce its holdings by up to 10 million shares, which is 1.21% of the total share capital after excluding shares held in the repurchase account, within three months following the announcement date [3]

Group 1 - The company Huaguang Huaneng (SH 600475) announced the convening of its ninth board meeting on July 30, 2025, to discuss the appointment of the auditing firm for the fiscal year 2025 [2] - For the fiscal year 2024, the company's revenue composition is as follows: local energy supply accounts for 57.47%, engineering comprehensive services for 21.78%, equipment manufacturing for 19.11%, and other businesses for 1.64% [2]